Ms. Carswell will work directly with families in the region, supported by the Evercore Wealth Management national strategic wealth planning group. Additionally, she will lead the firm’s Wise Women financial education program in the Southeast.

She earned a Bachelor of Science degree at Florida State University in Tallahassee and completed a two-year study program at the Florida Graduate Trust & Wealth Management School. She holds the Certified Trust and Financial Advisor (CFTA) designation.

Ms. Carswell is based in Orlando and is a board member of the American Red Cross of Greater Orlando.

While volatility in the stock market can be discomforting, it can provide opportunities for long-term investors, said Martha Pomerantz at the annual Minneapolis Star Tribune investors roundtable. She noted that Evercore Wealth Management expects continued low inflation and interest rates. To view the firm’s latest thinking, please see the current issue of Independent Thinking.